Economic Evaluation Group Inc

JM Capital Group is a trusted mortgage broker in Melville, NY, specializing in helping clients secure the best financing options for their home purchases. With expertise in a wide range of loan types, from refinancing to jumbo loans, they guide clients through the lending process and negotiate favorable loan terms. From first-time homebuyers to seasoned investors, JM Capital Group assists clients in finding the perfect mortgage solution for their needs, whether it's a dream home, investment property, or pied-à-terre. With a commitment to competitive rates, friendly service, and a no-pressure approach, they strive to make the mortgage and loan process as easy as possible for their clients.Generated from the website

Wexford Financial Strategies, located in Melville, NY, is dedicated to providing investment management and strategic wealth planning tailored to individual client needs. With a focus on education, advocacy, and fostering lifelong relationships, the firm aims to be a trusted advisor for its clients. The company offers specialized services including Concierge Wealth Management, Divorce Consulting, and solutions for families with special needs. By maintaining independent advisor status, Wexford Financial Strategies prioritizes the best interests of its clients, ensuring comprehensive financial guidance without the influence of specific product sales. Generated from the website

PortfolioShop is a leading Portfolio Management software provider with over 25 years of experience, offering solutions for shadow accounting, performance measurement, client reporting, and risk management. Trusted by financial institutions, investment managers, family offices, and service providers, PortfolioShop's platform streamlines back-office operations and provides valuable insights for managing complex fund structures. With a focus on end-to-end automation, accuracy, and concierge service, PortfolioShop's platform integrates data from custodians, ensures daily reconciliation, and offers customizable reporting packages. Clients praise the platform's ease of use, wide selection of reports, and reliable performance, making it a go-to solution for fund managers, administrators, and OMS providers seeking efficient and actionable investment data.Generated from the website